{"id":611753,"date":"2026-09-10T12:22:21","date_gmt":"2026-09-10T12:22:21","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/611753\/"},"modified":"2026-09-10T12:22:21","modified_gmt":"2026-09-10T12:22:21","slug":"jpmorgan-upgrades-meta-after-companys-recent-ai-product-announcements","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/611753\/","title":{"rendered":"JPMorgan upgrades Meta after company\u2019s recent AI product announcements"},"content":{"rendered":"<p>JPMorgan thinks Meta Platform&#8217;s push into agentic artificial intelligence and frontier models is set to boost the company&#8217;s shares. The bank upgraded the hyperscaler to buy from neutral in a Thursday note. It also raised its price target to $820, which indicates a 30% gain from Wednesday&#8217;s close. Meta on Tuesday launched its personal AI agent app , powered by the company&#8217;s Muse Spark family of models. Last week, Meta launched the latest version of that model . Both are just a sign of more to come from the company, according to analyst Doug Anmuth. &#8220;We believe there&#8217;s still meaningful upside potential as Meta is in the early stages of releasing frontier models and AI-driven products beyond advertising, notably Muse AI agent and Meta Model API access,&#8221; Anmuth wrote in the note. &#8220;Meta&#8217;s Muse AI agent has strong early traction, reaching as high as #3 in the US app store on its second day (see Figure 2) and early usage running at 10x that of training cohorts.&#8221; He added that while monetization isn&#8217;t a priority for Muse at the moment \u2014 though Meta&#8217;s new AI agent app comes with both free and paid subscription tiers \u2014 he said there is a total addressable market in the potentially tens of trillions of dollars when the company is ready. But the more successful Meta&#8217;s AI projects are, the greater demand the company will have for compute, Anmuth said. He now is forecasting even greater pressure on the company&#8217;s free cash flow in 2027 and 2028, believing it could be in the negative by $65 billion to $75 billion each year. However, that forecast isn&#8217;t taking into account any AI product monetization by the company, he noted. &#8220;And importantly, we believe there&#8217;s still meaningful headroom in core advertising from AI-driven improvements tied to content recommendations and engagement, better ad targeting and retrieval, and AI content creation,&#8221; Anmuth wrote. META 6M mountain Meta 6-month chart.<\/p>\n","protected":false},"excerpt":{"rendered":"JPMorgan thinks Meta Platform&#8217;s push into agentic artificial intelligence and frontier models is set to boost the company&#8217;s&hellip;\n","protected":false},"author":2,"featured_media":611754,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,357,85,942,46,1579,10809,1760,125],"class_list":["post-611753","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-business-news","tag-il","tag-investment-strategy","tag-israel","tag-jpmorgan-chase-co","tag-meta-platforms-inc","tag-stock-markets","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/611753","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=611753"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/611753\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/611754"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=611753"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=611753"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=611753"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}